Customers & Subscriptions with Flexi Genie

How to look up subscription details and manage active subscriptions — pausing, cancelling, refunding, and extending — all through chat.

Overview

If you sell subscription-based products, you'll often need to look up a customer's subscription status or make a change on their behalf — pausing a plan, issuing a refund, or extending a billing date. This article covers reviewing subscriptions and taking action on them through Flexi Genie.

This article covers:

• Viewing your list of subscriptions
• Viewing details of one specific subscription
• Pausing a subscription
• Cancelling a subscription
• Refunding a subscription payment
• Extending a subscription's billing date

What You Can Do

• List all recurring subscriptions in your account
• Look up the full detail of one specific customer's subscription
• Pause a subscription temporarily, without cancelling it entirely
• Cancel a subscription permanently
• Refund a subscription payment, in full or a custom amount
• Extend the current billing period, pushing the next charge date later

Why This Is Useful

Customer support requests around subscriptions — "can I pause my plan," "I want a refund," "can you push my billing date" — come up regularly if you run a membership or coaching business. With Flexi Genie, you can handle these requests directly in a conversation instead of navigating a separate billing dashboard for each case.

Before You Begin

• You need an active FlexiFunnels account, logged in.
• Know the customer's email address or subscription ID to quickly locate their subscription.
• Confirm your refund/cancellation policy before taking action, so the outcome matches what you've promised the customer.

Step-by-Step: Common Subscription Tasks

Step 1: View Your Subscriptions

• Ask for a list of all active (or all) subscriptions to get an overview.

Example Prompt: "Show me all active subscriptions in my account."

Step 2: View One Specific Subscription

• Look up a specific customer's subscription by their email or subscription ID.

Example Prompt: "Show me the subscription details for customer jane@example.com."

Step 3: Pause a Subscription

• If a customer requests a temporary break, pause their subscription instead of cancelling it.

Example Prompt: "Pause the subscription for jane@example.com — she asked for a 2-week break."

Step 4: Cancel a Subscription

• Cancel a subscription permanently when a customer wants to stop entirely.

Example Prompt: "Cancel the subscription for jane@example.com."

Be Careful: Cancelling a subscription is typically not reversible in the same way pausing is. Confirm this is what the customer wants before proceeding.

Step 5: Refund a Subscription Payment

• Issue a full or custom-amount refund for a specific subscription payment.

Example Prompt: "Refund the last payment for jane@example.com's subscription."

Step 6: Extend a Subscription's Billing Date

• Push back the next billing date by a set number of days — useful as a goodwill gesture or to accommodate a customer's request.

Example Prompt: "Extend jane@example.com's billing date by 7 days."

Behind the Scenes — MCP Tools Involved

Good to Know: You never need to know these tool names to use Flexi Genie — this table is just for anyone curious about what's happening behind the scenes.

Ready-to-Use Prompts

"Show me all subscriptions that are currently active."

"Pause the subscription for customer john@example.com for 30 days."

"Cancel the subscription for customer john@example.com — he's requested to stop."

"Issue a full refund for john@example.com's most recent subscription payment."

"Extend john@example.com's next billing date by 5 days."

Tips for Better Results

• Always confirm the customer's exact email address before taking action, to avoid modifying the wrong subscription.
• Consider whether pausing (rather than cancelling) better serves a customer who just needs a temporary break.
• When issuing a refund, confirm the amount and reason clearly before proceeding, since this action is usually irreversible.

Common Issues / Troubleshooting

Can't Find a Customer's Subscription: Double-check the email address used for the purchase — it may differ from the one currently being searched.

Customer Still Being Billed After Cancellation: Confirm the cancellation was successfully processed and check the subscription's current status.

Limitations / Important Notes

• Cancelling and refunding are typically final actions — always confirm details with the customer beforehand.
• Refund availability and amount limits may depend on your connected payment gateway's own policies.

Curious what else Flexi Genie and AI assistants can do inside FlexiFunnels? See the full Possibilities with Flexi Genie & AI Assistance reference document.